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Case Types
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Index Case Types-Search Criteria/Grid Case Types-Details page Case Types-Create |
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Additional Information Cases-Details page Case Stage |
The Case Types maintains the Types that are applied to Cases in the Case view. Case Types indicate they category of the case or issue that is being tracked in the Cases view.
| Note: The ability to create and update information in the Case Types view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Case Types view. For more information, see Role Master-Permissions. |
You can edit the Case Type information in either the Search Criteria/Results Grid page, in the grid section, or on the Details page
The following fields are available on the Case Type view and are based on the order in which they appear in the grid on the search page:
- Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Case Types records. This field cannot be edited.
- Case Type - displays a short description for the Type of Case. This field cannot be edited.
- Description - displays the full description of the Case Type. You can enter a maximum of 30 alpha numeric characters in this field. You can edit this field as required.
Date/Time Created - displays the date and time the record was created. This field cannot be edited.
- Last Change - displays the date and time on which the record was last updated. This field cannot be edited.
For information on the functionality of each button on the Case Types Search Criteria Results/Grid page, click here.
